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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.51% | | 5-Year Average Return: | -0.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.42% | |
Worst 1-Yr Total Return (2008): | -32.22% | |
Best 3-Yr Total Return (2004-6): | 8.70% | |
Worst 3-Yr Total Return (2006-8): | -8.24% |
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| 1-Year: | -6.74% | | 3-Year: | -6.08% | | 5-Year: | 0.18% | | 10-Year: | -0.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCMBX | Category | Diff | Index* | Diff | | Year To Date | 14.51 | 18.65 | -4.14 | 17.05 | -2.54 | | 1-Month | -2.45 | -2.18 | -0.27 | -1.86 | -0.59 | | 3-Month | 4.05 | 5.08 | -1.03 | 5.48 | -1.43 | | 1-Year | 11.58 | 11.86 | -0.28 | 9.80 | 1.78 | | 3-Year | -6.75 | -6.78 | 0.03 | -7.02 | 0.27 | | 5-Year | -0.30 | 0.49 | -0.79 | 0.33 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.52 | 45.26 | -7.74 | 45.76 | -8.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.55 | -15.99 | 2.44 | -18.25 | 4.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.22 | -37.79 | 5.57 | | 2007 | | | 1.39 | 6.16 | -4.77 | | 2006 | | | 12.42 | 14.17 | -1.75 | | 2005 | | | 4.56 | 5.88 | -1.32 | | 2004 | | | 9.25 | 10.02 | -0.77 | | 2003 | | | 20.59 | 27.05 | -6.46 | | 2002 | | | -18.75 | -22.25 | 3.50 | | 2001 | | | -12.34 | -13.50 | 1.16 | | 2000 | | | -2.53 | -6.31 | 3.78 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BCMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.45 | 13.52 | 14.19 | N/A | | 2008 | -8.18 | -2.35 | -9.56 | -16.42 | | 2007 | 0.69 | 4.80 | 0.30 | -4.20 | | 2006 | 4.43 | -1.72 | 3.23 | 6.12 | | 2005 | -1.20 | 1.56 | 2.97 | 1.20 | | 2004 | 1.89 | 0.35 | -1.16 | 8.10 | | 2003 | -4.13 | 12.18 | 2.05 | 9.87 | | 2002 | 0.00 | -8.33 | -14.14 | 3.24 | | 2001 | -11.53 | 3.51 | -10.81 | 7.33 | | 2000 | 2.82 | -1.05 | -0.39 | -3.81 | | 1999 | N/A | N/A | N/A | 11.74 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1630 | 2013 | 80.97 | | 1-Month | 1793 | 2110 | 84.98 | | 3-Month | 1860 | 2090 | 89.00 | | 6-Month | 1741 | 2049 | 84.97 | | 1-Year | 1192 | 1999 | 59.63 | | 3-Year | 742 | 1694 | 43.80 | | 5-Year | 768 | 1352 | 56.80 |
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